Meet the Good Circle Team

Here are our insurance rock stars.


Charlie Woodward, Founder & CEO

The man, the myth, the legend. Charlie's the insurance expert with over 20 years of insurance know how. He even published a book on how business owners can save on insurance benefits.

Got a question? He's your man.

Email Charlie directly here and visit his personal LinkedIn page here.



Milly Trejo, Office Manager

When you call us, this is who answers. Milly is an amazing office manager, always going above and beyond for not just her employers, but our customers as well.

Email Milly directly here.

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Dan Bartel, Managing Partner

Dan has over 17 years of experience. His knowledge of the insurance market, along with group benefits, is second to none. Dan is a vital part of the Midwest operation.

Email Dan directly here.


Vivian LanzaOrellana, Account Manager

Insurance extraordinaire, Vivian has been helping and keeping customers happy for years. It's amazing the amount of referrals she gets from customers - must be a reason why!

Email Vivian directly here.

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Jim Boada, Account Manager

Jim has been a health and benefits expert for decades now. This man knows how to help employees and employers get the most out of their benefits and insurance.

Email Jim directly here.


Want to speak to any of us?

Call any time!

(949) 528-6604

West Headquarters


(815) 669-9651

Midwest Headquarters